The Federal Reserve or maintains interest rates for a longer period of time.
Investment points? Precious metals: The Federal Reserve may maintain interest rates for a long time.On May 24, the price of gold and silver in London was $ 2343/ounce and $ 30.59/ounce, respectively, and the rose and declines were -2.49%and 3.07%, respectively.8.00 yuan/gram, the weekly rose and declines were -1.78%and 4.52%, respectively.According to Xinhuanet, the meeting of the Federal Reserve Commission on the 22nd shows that the Fed is concerned about the current US inflation situation, which means that the federal fund interest rates need to be maintained at the current level to achieve inflation targets.In terms of economic data, the monthly rate of durable products in the United States in April was 0.7%, which was lower than the previous value of 2.6%.Recommendation: Intime Gold, Shandong Gold, China Gold Gold, Chifeng Gold, Shengda Resources and Hunan Gold; Suggestions: Recruiting Gold Mining, Sichuan Gold, etc.? Industrial metal: There are many macro atmosphere, and continue to be optimistic about sector performance.From May 17th to May 24th, the declines of LME copper, aluminum, and tin tin prices were -3.6%, 1.4%, and-3.2%, respectively. SHFE copper, aluminum, and tin valence rose and declined by -0.2%, respectively, respectively, respectively.-0.7%, -1.4%; on May 24, LME copper, aluminum, and tin prices were US $ 10,334/ton, $ 2658/ton, and US $ 33,200/ton.In terms of copper prices, macroely, according to Mumbai's Nonferrous Network, the initial value of the American S & P Global Comprehensive PMI in May of the United States rose to 54.4. At the same time, the initial value of the manufacturing and service industry PMI was higher than expected.The urgency of interest rate cuts, the US dollar index is higher, and the price of copper.In terms of fundamentals, copper prices have fallen sharply, and market activity has improved, but the buyer still dominates the market.According to SMM, although the price has fallen in market transactions, the overall transaction volume is still relatively low, and there are many market watches.As of May 23, the Copper inventory of SMM's national mainstream regions increased by 12,300 tons to 415,100 tons from Monday, which was 296,700 tons higher than the same period last year.In terms of price, the US dollar index has weak domestic demand high, and it has suppressed copper prices.In terms of aluminum prices, in the macro, the United States recorded 54.4 in May of the United States, the business activity accelerated, and the expected expected interest rate reduction was cooled again.EssenceIn terms of fundamentals, according to SMM statistics, Indian aluminum ingot social inventory was 767,000 tons on Thursday, which was 2 million tons from the accumulated warehouse last Thursday.We believe that short -term aluminum prices are expected to continue to maintain a high -level broad shock operation.• Energy metal: In April, the import volume of lithium products remained high.From May 17th to May 24th, the rise and fall of lithium carbonate, lithium hydroxide, LME nickel, and cobalt cobalt in the Yangtze River were -3.5%, -1.8%,-3.7%, and 8.7%, respectively.According to SMM, according to data from the General Administration of Customs, in April 2024, the import volume of lithium concentrates in India was about 44,1310 physical tons, an increase of 10%month -on -month and 32%year -on -year.The average import price is $ 806/ton.According to SMM surveys, the current spot circulation on the market is still in a relatively short -short stateGuoabong Investment. Some lithium salt factories with insufficient libraries seek spot stocks in order to deliver long orders.Smaller.It is expected that the spot circulation of lithium ore in the short term is still relatively scarce, and lithium prices are mainly stable.It is recommended to pay attention to: Ganfeng Lithium, Tianqi Lithium, Yongxing Materials, Jiangte Electric, China Mining Resources; Huayou Cobalt Industry, Greenmei and other companies.Nagpur Investment?Mumbai Stock Exchange? Rare earth and small metals, new materials: The price of 锑 metal rose 6.7%by 5/17-5/24.On May 24th, the price of oxidation was 381,200 yuan/ton. From May 17th to May 24th, the price of oxide rose increased by -4.9%, the price of titanium concentrates fell 0.7%, and the price of 锑 rose 6.7%.Suggestions: Northern Rare Earth, Rare Earth in India, Hunan Gold, Golden Molybdenum Co., LtdMumbai Wealth Management. and other companies.Risk reminder: economic recovery is less than expected; new energy vehicles and real estate demand is not as good as expected; monetary policy of major economies is tightened; international geopolitical risks; project construction is not as expected.FORLLDISCLOSCLOSUFRISKS, valueMetHodologySAndTargetPricEFORMALLLHTIRATEDSTOCKS, PleaseReFertothelLLLLLLLEPONORTOT2Nagpur Stock
List of non -ferrous metal price data 2024/5/172024/5/242024/5/172024/5/24 The initial price of the product unit at the end of the price rising price decline at the beginning of the price of the product unit period, the price rose, the battery -level lithium carbonate 10,000 yuan/ton industrial gradeLithium carbonate 10,000 yuan/ton 11.5010.509.8111.1010.509.63-3.5%0.0%-1.8%-3.7%-0.4%0.0%0.0%8.7%-1.6%-3.6%1.4%0.1%-3.2%-0.2%of London Spot Golden London Spot Comex Comex USD/2402.6029.682342.70-2.5%30.593.1%2335.20-3.5% USD ounces/precious metal lithium LME nickel per 10,000 yuan/ton 10,000 yuan/ton 10,000 yuan/ton 10,000 yuan/ton 10,000 yuanYuan/ton yuan/nickel/2419.8031.78 Gold dollars ounce/ounce 10,000 yuan/ton /2.112.03comex silver
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